Bojo

I'm farming @variational_io and getting paid for that! I built the arbitrage bot that is doing the price arbitrage but keeps highly profitable positions in terms of funding for as long as they provide high APY I've made 42k of volume over the past 24 hours and got $20 on top of that Good luck, farmers burning capital to get $VAR points More Alpha here: t.me/BojoAlpha

$HYPE is showing weakness as a small amount of unstaked tokens was sent to FalkonX OTC Broker

bitcoin:native is showing strength here

Is short solana:pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn long kinetiq:native gonna be a trade of the day tomorrow?

Watchlist for the next 2 days: bitcoin:native zcash:native hyperliquid:native kinetiq:native $QQQ More Alpha here: t.me/BojoAlpha

hyperliquid:native after unstake unlocks: what history says Across the last 7 unlocks, hyperliquid:native fell in the first week every time (median −3.4%), bottomed around day 8 (−7.4%), then recovered: +3.3% at 14 days, +10.7% at 30 days. The queue week only hurts when a fund unstakes. Multicoin + Paradigm in July: −10%. Paradigm now: −10.4% before its unlock. Paradigm’s 2.55M hyperliquid:native unlocks Nov 7–8. If history repeats, the bottom lands around Nov 15, then the recovery starts. Caveat: 6 of 7 cases are HyperLabs, and 30-day moves track the broader market. More Alpha here: t.me/BojoAlpha

hyperliquid:native unstaking upd • Total unstaked: 2.55M hyperliquid:native (~$196M) • Unlocked so far: 1.99M. The last 555K unlocks today at 19:13 UTC • Still in staking: ~548K hyperliquid:native (322K delegated + 225K undelegated, not yet withdrawn) No sales, no exchange deposits, no re-staking. 1.60M sits idle on HyperCore spot. 389K was bridged to HyperEVM at 03:07 UTC and hasn’t moved since. Context: 107 days ago, those addresses received hype in HyperEVM. They've transferred it to Hypercore and staked. Now the token's moving backward. If HYPE starts moving to a separate address where those addresses received it from initially, or to exchange addresses, that will mean selling.

Massive 2 days for hyperliquid:native A total of 2.55m hyperliquid:native is being unlocked.... Most og is is coming from Paradigm I'm 99% sure it's been hedged via shorts at higher prices, so I'm considering this more as a long opportunity, but if any of the wallets will start selling - it's gonna be a nice short More Alpha here: t.me/BojoAlpha

Farming update Total net per week: +$2,679 (at assumed TGE prices) Assumed TGE price: Variational $30/pt, Lighter $10/pt @variational_io · manual: 75 pts/wk · cost $21/pt · net +$675 @Lighter_xyz Robinhood · manual: 338.5 pts/wk · cost $4.6/pt · net +$1,828 Lighter bot: ~17 pts/wk · free · net +$176 Total: +$2,679/wk Variational: bad week, liquidated one account in a small stock competition. Counting profit on the other accounts, cost over 2 weeks is ~$0. Lighter Robinhood: 2,622.5 total points. Manual execution and premium fees hurt, so premium is off. Self-hedge from now on: fewer points, almost free. Lighter bot: $2.12M volume in 4 days, 9.98 pts, +$3.40 PnL. Variational and TXFlow bots are in testing, both in profit, not counted above. Net/wk = points × (TGE price − cost per point). Lighter bot: actual pace 9.98 pts / 4.1 days ≈ 17/wk, plus PnL ≈ $6/wk. Bots. This week I built 3 arb bots: Lighter bot (live): $2.12M volume on Lighter Robinhood in 4 days, 1,440 entries / 1,419 exits. Earned 9.98 pts, that's 4.71 pts per $1M volume. PnL +$3.40 on ~$4.1k capital, so the volume is free: +$1.60 per $1M. Variational bot (testing): ~$700 capital, 20 hours in. $7.6k volume, 9 pairs open, PnL +$5.98 (+0.86%). @TxFlow_L1 bot (testing since today): ~$200 capital, under 1 hour in. $1.4k volume, PnL +$1.90 (+0.95%). Variational and TXFlow bots aren't counted in the net above, too early to judge. Goal from here: protect capital, stop burning, farm only free points. Net/wk = points × (TGE price − cost per point). Lighter bot: actual pace 9.98 pts / 4.1 days ≈ 17/wk, plus PnL ≈ $6/wk. 🔥 Find more farming alpha and updates in my Telegram channel: t.me/BojoAlpha